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Cornerstone Planning Group’s Applied Industrial Technologies AIT Stock Holding History

Cornerstone Planning Group’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37K Hold
4
– – ﹤0.01% 1412
2026
Q1 		$1.22K Buy
4
+2
+100% +$544 ﹤0.01% 1406
2025
Q4 		$513 Hold
2
– – ﹤0.01% 1506
2025
Q3 		$512 Hold
2
– – ﹤0.01% 1475
2025
Q2 		$539 Hold
2
– – ﹤0.01% 1280
2025
Q1 		$458 Hold
2
– – ﹤0.01% 1328
2024
Q4 		$503 Hold
2
– – ﹤0.01% 1134
2024
Q3 		$471 Hold
2
– – ﹤0.01% 1100
2024
Q2 		$386 Buy
+2
New +$381 ﹤0.01% 1111

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Cornerstone Planning Group's AIT Position: Q2 2026 in Review

Cornerstone Planning Group held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 4 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Cornerstone Planning Group first reported a position in AIT in Q2 2024 and has held it in 9 quarters since. 307 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Cornerstone Planning Group held 4 shares of Applied Industrial Technologies worth $1.37K as of Q2 2026.
  • Cornerstone Planning Group left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1412 holding.
  • Cornerstone Planning Group first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 9 quarters since.
  • 307 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.